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DAVE SEKERA News & Analysis

US election: 3 big policy areas set for change
Stocks
US election: 3 big policy areas set for change
Dave Sekera examines the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and...
Dave Sekera, CFA | 23 October 2020
How covid changed consumer behaviour and company valuations
Markets
How covid changed consumer behaviour and company valuations
Morningstar's Dave Sekera on what consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and...
Dave Sekera, CFA | 20 October 2020
Will a turbulent US election derail recovery?
Markets
Will a turbulent US election derail recovery?
As the Trump-Biden showdown nears and vaccine trials continue, headlines may lead to volatility, but we expect the economic rebound to keep on,...
Dave Sekera, CFA | 07 October 2020